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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What did you think of their recent letter to shareholders? Im wondering if this stock is getting overbought? Thoughts?
Read Answer Asked by Graeme on April 08, 2016
Q: I am down a bit on this company. Is it worth holding onto? Is the dividend safe? Do you see much future growth? Thank you!
Read Answer Asked by patricia on April 08, 2016
Q: Since your last look a year ago, AcuityAds has been impressive in growing its business and in its most recent quarter, has actually turned EBITDA positive. And now while still small, current N.A. clients with European operations are asking them to expand into Europe while term loan lenders are chipping in by voluntarily proposing to defer interim payments in support of such a move.

Looks quite promising but was wondering if you're familiar with any of the management team.
Read Answer Asked by Richard on April 08, 2016
Q: Have read your past comments on DRA.UN and wondering what your thoughts are as a purchase today.
Read Answer Asked by Loretta on April 08, 2016
Q: Please rank the following consumer discretionary stocks for a long-term hold in order of preference..... A&W (AW.UN), Boston Pizza (BPF.UN), The Keg (KEG.UN), and Pizza Pizza (PZA). I am a retired, fairly conservative, investor looking for steady dividend income with minimal risk to loss of capital. Thanks!
Read Answer Asked by Paul W on April 08, 2016
Q: Can you recommend one or ETF's for US $ exposure in a balanced Portfolio.
Thank you
Read Answer Asked by Marty on April 08, 2016
Q: What are your thoughts about getting into Cameco at this time?

Thanks for your insight!
Read Answer Asked by Mike on April 08, 2016
Q: Hi Peter,

Since lithium stocks are on fire and potash holds 32% of sqm what effect it will have on the bottom line of potash.

Thanks
paul
Read Answer Asked by PAUL on April 08, 2016
Q: Hi there,

I follow your BE portfolio and I noticed CSU and SJ seem to be down a bit this morning. Do you think at these prices, it would be a good entry point?

Thanks!
Read Answer Asked by Michael on April 08, 2016
Q: Hello,

Would you approve a switch from Tourmaline to Whitecap to take advantage of the Wcp dividend while we wait for a sector recovery?

Thank you.
Read Answer Asked by Josette on April 08, 2016
Q: I hold the following:
Consumer - ATD.B|CCL.B|CGX|MG|PBH
Financial - BNS|TD
Healthcare - CXR|CRH
Industrial - CNR|WSP
Materials - SJ
Oil&Gas - PEY|VET
Tech - GIB.A|CSU|DH|ESL
Telecom - T|BCE
Utility - IPL|PPL
I really like all of these companies but I would like to add SIS to this mix. I would have to sell one of the above to do so.. Thoughts?
Read Answer Asked by Andrew on April 08, 2016
Q: Original Question re PHM sent April 4
No answer received, so I am re-sending. Would 5i please respond?
Please see below:

Member feedback re PHM experience. Please publish in the Q&A:

In the 5i email update to members today, April 4, it is conveyed that it is now time to remove this name from the Growth Portfolio. From all that I have followed in the 5i Q&A, this is the first clear research opinion from 5i to be out of this position well after we have all witnessed (and I participated) in the round trip with PHM. As recently as March 17, the clear guiding research from 5i was to stay the course for a few more quarters.

While I fully appreciate that members must take responsibility for all our particular investment decisions, I think this PHM saga gives all of us a reason to pause and reflect on when any of us could make a better judgement to bail on PHM, and other such strong “upward momentum” opportunities, to decide to step away and take profits.

In retrospect, I would wish that 51 would have given members a clear guiding research opinion much earlier to step away from this former upside momentum stock. Just as you have given a clear guiding opinion by taking out the full weighting of Descartes out of the Balanced Portfolio today citing that it has had a good run, going forward it would be very helpful if 5i would do so with other names, especially "upward momentum" stories that PHM used to be.

As a learning opportunity to share with members, would 5i consider a review your experience with 5i research, thought and opinions 5i expressed on the PHM continuing story, in order to do a retrospective analysis to share with 5i members. Are you willing to identify at what points in time there may have been sufficient reason to step away from this position while it had most of a good run intact (well before April 4)? This may provide many of us regular people a hands-on lesson to apply going forward. We look to 5i to be in our corner to provide conflict free independent research, so perhaps this may be a “real experience” avenue to learn from the pros at 5i. What do you say 5i team?

SGR
Read Answer Asked by SG on April 07, 2016
Q: Do you recommend holding onto the cash resulting from the sale of stocks dropped from the growth portfolio or rebalance and add to those with significant losses; say any from the following: BOS,CXR,DRT,EFN,PEO,PUR or all? thanks again Henry
Read Answer Asked by Henry on April 07, 2016
Q: Thanks for your reply to my previous question, but I never had any thoughts of selling BCE. It is 5% of our holdings and has grown nicely, but I would like to add another telcom. RCI.B and T have disappointed so is there anything in Quebec or eastern Canada worth putting a toe in?
Read Answer Asked by Edward on April 07, 2016
Q: Hello 5i,
You seem to be just a little more positive on Torstar this time around. Unfortunatly i have been an owner of a small amount for a long time. But, i have been thinking of doing some swing trading on it. It seems to have quite large movements in share price in relatively short periods of time. I dont't think i would buy it as a keeper. But, i thought swing trading may work. I have been afraid of bancrupcy, thought. You don' t seem to be too worried about this, though. I was wondering about your thoughts on this strategy?
Thanks
Read Answer Asked by joseph on April 07, 2016
Q: Assuming a well diversified portfolio could you please give us 5 names that, in your opinion, have strong potential at this point. Thanx Robbie
Read Answer Asked by Robert on April 07, 2016
Q: I am puzzled by the market's very negative response to Firan's release of 1st Quarter 2016 results this morning. The results were nothing special - perhaps they missed earlier guidance or expectations in a meaningful way - ?

Thank you,

John
Read Answer Asked by John on April 07, 2016
Q: I am about to purchase my first I-Pad. Does 5-I have a mobile app that I will be able to use?

Thanks

Paul
Read Answer Asked by paul on April 07, 2016